NIM

Nexus Investment Management Portfolio holdings

AUM $704M
1-Year Est. Return 22.76%
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$3.94M
3
+$2.72M
4
GM icon
General Motors
GM
+$2.35M
5
C icon
Citigroup
C
+$2.03M

Top Sells

1
+$12.7M
2
+$3.45M
3
+$1.95M
4
TROW icon
T. Rowe Price
TROW
+$883K
5
BAC icon
Bank of America
BAC
+$683K

Sector Composition

1 Financials 26.87%
2 Technology 16.23%
3 Communication Services 11.97%
4 Energy 9.7%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.5M 5.91%
791,810
+38,680
2
$31.2M 5.5%
505,302
+11,813
3
$31.1M 5.49%
197,510
-1,310
4
$27.4M 4.84%
304,620
+1,830
5
$27.3M 4.82%
180,960
-2,290
6
$26.4M 4.65%
414,780
-54,244
7
$25.4M 4.48%
1,052,549
-80,987
8
$24.3M 4.28%
1,539,720
+108,300
9
$23.3M 4.11%
752,477
+39,135
10
$23M 4.05%
307,266
+4,450
11
$22.1M 3.89%
542,215
+27,661
12
$19.6M 3.46%
443,551
+6,450
13
$19.4M 3.41%
667,143
+55,995
14
$18.8M 3.32%
446,610
+48,250
15
$18.8M 3.31%
200,845
+194,095
16
$18.7M 3.3%
476,560
+33,575
17
$18.2M 3.2%
108,880
+940
18
$17.7M 3.13%
329,545
+6,895
19
$16.4M 2.89%
282,380
-10,160
20
$14.1M 2.48%
508,050
+14,350
21
$13.8M 2.44%
665,100
+112,850
22
$12.9M 2.27%
405,660
+22,455
23
$12.3M 2.17%
390,547
+18,006
24
$10.6M 1.86%
837,700
+7,700
25
$9.52M 1.68%
598,956
+92,715
1
2 3